Client Portfolio Analyst

FirstRand Bank; Bloemfontein; On-site; ZAR 350,000 - 520,000; Full time

Job summary

FirstRand Bank in Bloemfontein, within CCB, is seeking an Analyst to support client portfolio executives by overseeing credit applications and risk management. The role focuses on delivering quality service, ensuring regulatory compliance, and sustaining strong client relationships in a commercial banking environment.

Ideal candidates have 2–3 years in an analyst role, a Bachelor in Business Administration or Finance, FAIS accreditation, and exposure to credit applications.

Qualifications

• 2–3 years experience in an Analyst role in Commercial Banking.
• Bachelor of Business Administration/Finance related qualification required.
• FAIS Accredited qualification preferred.
• Exposure to Credit Applications in Commercial environment.
• RE5 Preferential; Sales and Credit exposure essential.

Responsibilities

• Deliver exceptional service by educating the client and maintaining the relationship.
• Monitor process turnaround times and quality standards to resolve issues quickly.
• Cultivate working relationships with stakeholders, including end-users and senior staff.
• Maintain knowledge of regulatory amendments and internal compliance procedures.
• Assist with administering activities efficiently and plan to meet targets.
• Develop materials, templates, and guidelines for standard processes.
• Analyze data to identify performance improvements and trends.

Skills

Analytical skills

Stakeholder management

Sales orientation

Problem solving

Education

Bachelor of Business Administration/Finance

FAIS Accredited qualification

Job description

To support the Client Portfolio Executive in effectively managing and administering a client portfolio by overseeing the approval process and ensuring ongoing quality and risk management of clients' credit facilities. This job ensures compliance with internal policies and regulatory standards while enabling sustainable client relationships.

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our team in FNB CCB (Bloemfontein) you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now's the time to imagine your potential in a team where experts come together and ignite effective change.

The Ideal candidate must have the following exposure:

• Deliver exceptional service through educating the client, offering an appropriate solution and ensuring the relationship is maintained.
• Continuously monitor actual process turnaround times and quality standards and resolve issues speedily to enhance effective client service delivery.
• Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME's, project managers and senior staff members.
• Maintain expert knowledge on relevant legislative amendments, industry best practices and business internal compliance procedures and requirements.
• Accurately administer, plan for and complete activities within area of work in an efficient, effective and timeous manner.
• Ensure compliance is adopted in terms of systems and procedures as laid out by business.
• Develop materials and documentation including minimum standards, templates, guidelines, FAQ's and processes.
• Ensure analysis is conducted to identify business performance improvements and reengineering initiatives.
• Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data.
• Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities.
• Create own development plan and review plan with team leader or manager.
• Understand which competencies and skills are required to be mastered to ensure personal development and performance.

You will be an ideal candidate if you:

• Have obtained 2-3 years experience in an Analyst role in the Commercial Banking environment
• Have obtained a Bachelor of Business Administration/Finance related qualification
• FAIS Accredited qualification
• Exposure to Credit Applications in Commercial environment.
• RE5 Preferential
• Sales and Credit exposure essential
• Have experience of dealing with high level customer queries in business environment

You will have access to:

• Opportunities to network and collaborate
• A challenging working environment
• Opportunities to innovate

We can be a match if you are:

• Adaptable and curious
• Sales driven
• Thrive in a collaborative environment
• Client-centric

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
14/11/26
All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.